David Frank (CRD# 4957297) is an Investment Advisor Representative working at Peachtree Wealth Advisors, Inc. in Atlanta, GA and has over 17 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arkadios Capital | Atlanta, GA | Oct 2023 - Current | < 1 |
| Peachtree Wealth Advisors, Inc. | Atlanta, GA | Feb 2005 - Current | 19 |
| Triad Advisors, Inc. | Norcross, GA | Jul 2006 - Oct 2023 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2006 |
- GA
-
Total Assets Under Management276MILLIONS
-
Total Number of Accounts1,077ACCOUNTS
-
Average Account Value$255,878
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, CO, DC, FL, GA, IL, NC, SC, TN, TX, VA
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